AMD posts record data center revenue for Q3 2025, as compute demand shows no signs of slowing
Growth primarily driven by continuing strong CPU and GPU sales
Growth primarily driven by continuing strong CPU and GPU sales
Allowed to ship the equivalent of 60,400 A100 chips, but unclear if exports have begun
Deal will see the newly formed entity valued at $3.1bn
System will be used to address mission-critical government problems
Deal to run for seven years, and will likely see AWS build additional infrastructure to meet startup’s capacity demands
Unclear what this means for Nvidia’s previously announced Blackwell deployments outside the US
Speaking on the Bg2 Pod, Microsoft CEO Satya Nadella said power, not compute, is biggest data center constraint
Discussions still in early stages, and sale not guaranteed
Can reduce energy and heat loss in applications by around 50 percent
The CEO also revealed that production of company’s AI5 chips would be split between Samsung and TSMC
The future of processors lies in specialized architecture, Google’s VP and GM of AI and infrastructure, Amin Vahdat, said
Both systems will be powered by Blackwell GPUs
Funding round saw San-Francisco-based startup valued at $1bn
Company has also partnered with Humain for 200MW deployment of new hardware offerings
Expects to start delivering GX5000-based systems from early 2027
Company has seen its valuation halve in recent years, report claims
Data center business flat, Foundry still seeks big customer
Company began notifying impacted workers on October 23
Companies could receive $10m in funding in exchange for government becoming a shareholder
Has added former Siemens, Synopsys, and Cadence execs to its advisory board
IBM customers can now access GroqCloud via IBM watsonx Orchestrate
Round led by Playground Global
Production represents Blackwell reaching volume production, chip giant said
Companies also working to optimize Meta’s AI infrastructure software stack